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Disclosery

JONES FINANCIAL COMPANIES LLLP: IUSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on IUSV, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 8,102,785 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,102,785 shares
    Change vs previous 13F +451,015 shares

    0.36% of the 13F portfolio, value $889,936,416.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,651,770 shares
    Change vs previous 13F +1,234,205 shares

    0.37% of the 13F portfolio, value $768,343,798.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,417,565 shares
    Change vs previous 13F +287,263 shares

    0.4% of the 13F portfolio, value $658,132,206.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,130,302 shares
    Change vs previous 13F +432,247 shares

    0.42% of the 13F portfolio, value $609,850,196.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,698,055 shares
    Change vs previous 13F +866,690 shares

    0.41% of the 13F portfolio, value $536,820,728.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 4,831,365 shares
    Change vs previous 13F +524,480 shares

    0.4% of the 13F portfolio, value $441,698,371.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,306,885 shares
    Change vs previous 13F +422,706 shares

    0.38% of the 13F portfolio, value $398,774,446.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,884,179 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $369,507,901.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).